Mandate & appetite
- Preferred strategies
- CoreValue Add
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Heritage Group is a fourth-generation family-owned investment firm founded in 1930, primarily focused on the construction and materials, environmental services, and specialty chemicals industries. Based in the Midwest, the firm operates both domestically and internationally, including engagements in China.
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